Financial Advisor

4 weeks ago


Midland, Texas, United States Frost Bank Full time
About the Role:

As a Financial Advisor I at Frost Bank, you will play a vital role in helping our clients achieve their financial goals. Your expertise will be instrumental in developing personalized financial plans, providing sound advice, and marketing Frost's banking and brokerage products and services.

Key Responsibilities:
  • Build strong relationships with clients by providing exceptional support and financial guidance
  • Analyze financial data to provide tailored recommendations based on client risk tolerance, goals, and preferences
  • Collaborate with attorneys and accountants to provide comprehensive financial planning services
  • Market investment products and services to new and existing clients
Requirements:
  • Bachelor's Degree in Business, Economics, or related field; or, 5+ years of relevant experience
  • FINRA Series 7, 63, and 65 licenses; or, Series 7 and 66 licenses (or ability to obtain within 120 days)
  • General Lines Agent License: Life, Accident, Health, and HMO Insurance or ability to obtain within 90 days
  • Proficient in Microsoft computer applications
  • Excellent written and verbal communication skills
Frost Bank Benefits:

At Frost Bank, we prioritize our employees' health, well-being, and future. Our benefits package includes:
  • Medical, dental, vision, long-term, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs


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